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Jun 30, 2025
Omega Healthcare Q2 2025 Earnings Report
Omega Healthcare reported solid Q2 2025 performance, with notable increases in net income and Adjusted FFO.
Key Takeaways
Omega Healthcare saw increased profitability in Q2 2025 with $140 million in net income and continued its investment momentum with $527 million in new investments.
Net income rose to $140 million from $117 million in Q2 2024.
Adjusted FFO reached $232 million, up from $185 million a year ago.
Omega completed $527 million in new investments, including major acquisitions in the U.K. and U.S.
AFFO guidance for full year 2025 was raised to $3.04–$3.07 per share.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Omega raised its full-year 2025 AFFO guidance to a range of $3.04 to $3.07 per share, reflecting strong year-to-date investment activity and stable operator performance.
Positive Outlook
- AFFO guidance increased to $3.04–$3.07 per share.
- Operator Maplewood continues rent payments at $6.1 million/month.
- Genesis expected to pay full rent during bankruptcy due to DIP financing.
- $605 million in new investments completed YTD.
- GBP exposure hedged via derivatives to limit FX risk.
Challenges Ahead
- Genesis filed for Chapter 11 in July 2025.
- Some investments will need extensions beyond 2025.
- Severance and restructuring costs included in forecasts.
- Asset sales expected to be limited (~$50 million included).
Historical Earnings Impact
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Avg. Return Before/After Earnings
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